Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,105,248
+$899,104 QoQ
Shares Held
2,916
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026HBW ADVISORY SERVICES LLC holds $3,105,248 across 1 Farm & Heavy Construction Machinery name. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,916 | $3,105,248 |
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,105,248 | 2,916 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,206,144 | 3,114 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,009,627 | 3,508 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $958,117 | 2,008 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $344,342 | 887 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $264,169 | 801 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $259,736 | 716 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $277,304 | 709 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $206,855 | 621 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $261 | 884 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $261,372 | 884 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $235,872 | 864 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $322,817 | 1,312 | Shares | Sole | 2023-07-06 | |
| No filing history on record for this holder in this stock. | ||||||